Private Wealth Services Tax Manager

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID. Remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines, application instructions. We need to preserve all substantive information. Let's parse the job description. Content: - Opening paragraph: "As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, you’ll be empowered by high quality tools and resources to thrive in your role to meet client needs, deliver high-value solutions, and help you achieve more, confidently." - Then "Your day-to-day may include:" followed by bullet-like sentences separated by semicolons. We need to turn into

• . List items: 1. Providing tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. 2. Interact closely with client's other advisers, such as attorneys and financial asset managers 3. Managing multiple client service teams on client engagements; plan, execute, direct, and complete tax projects in a wide variety of industries; provide innovative tax planning, consulting, and compliance expertise to clients; actively assist in proposal activities and manage to budget 4. Managing, developing, training, and mentoring staff on tax projects and assess performance for engagement and year-end reviews 5. Researching and consulting on various tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas; utilize tax-related software to prepare and process returns and research tax matters. 6. Responding to inquiries from the IRS and other tax authorities 7. Maintaining active communication with clients to manage expectations, ensure deadlines are met, and enhance client relationships 8. Supporting business development activities, such as identification, proposal development and other pursuit activities at clients 9. Other duties as assigned We need to preserve all. Then "You have the following technical skills and qualifications:" then list of bullet-like statements. Let's extract: - Bachelor's degree in Accounting - CPA or licensed member of the Bar or Enrolled Agent designation (with Masters Degree) required - Minimum six to ten years of progressive tax compliance and/or consulting experience in Family Wealth Planning or related area in public accounting or a combination of industry and public accounting experience - You have experience in dealing with family units with $25 million and above in net worth, and a proven track record of implementation of tax strategies - You have excellent analytical, technical, and tax accounting/technology skills - You have exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships - You have strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills - You have the ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment These are qualifications/skills. Could be split into Requirements and Skills sections. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include. We have: - About the role: maybe the opening paragraph describing role. Could be "About the role". We'll include that. - Responsibilities: the day-to-day list. - Requirements: maybe education and experience requirements (Bachelor's degree, CPA, years experience, experience with $25M net worth). Could be "Requirements". - Qualifications: maybe the skills like analytical, technical, client service, leadership, etc. Could be "Qualifications" or "Skills". The instruction says we can have both Qualifications and Skills sections. We need to decide based on content. We have "You have excellent analytical, technical, and tax accounting/technology skills" etc. Those are skills. Also leadership etc. So we could put them under Skills. Qualifications could be the education and experience? But we already used Requirements for that. Could also have Qualifications for certifications etc. However we have limited distinct categories. Better: Use Requirements for education/experience, Skills for the skill statements. Qualifications maybe not needed if overlapping. But we can include Qualifications for the combination of education/experience? Might be redundant. The instruction: Prefer a few substantive sections over many thin ones. So we should avoid too many sections. Perhaps we combine Requirements and Qualifications into one? But we have distinct content: education/experience vs skill statements. Could make two sections: Requirements (education/experience) and Skills (skill statements). That's two sections plus About the role and Responsibilities. That's four sections. Could also add Benefits and Pay. We have Pay: "The base salary range for this position is between $138,000 and $172,500." plus some explanation about placement. That's specific pay info, so we should include Pay section. Benefits: There's a Benefits section later: "Benefits: We understand that your needs, responsibilities and experiences are different, and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: https://www.grantthornton.com/careers/rewards-and-benefits". Also there is a paragraph about benefits for interns/seasonal employees etc. That's generic but still some specifics: medical, dental, vision insurance, employee assistance program, 401(k) etc. However the instruction says: never create Benefits section unless posting actually states them. It does state benefits, albeit generic. We should include Benefits section with the content provided (the paragraph about personalized benefits and link). Also we could include the intern/seasonal benefits but those are not specific to this role (they are for interns/seasonal). Might be considered boilerplate? It's still part of posting. However we should avoid duplication and boilerplate. The benefits paragraph about personalized benefits is substantive enough. We'll include that. Schedule: There's mention: "Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site." Also earlier: "Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life." So we have schedule info: hybrid model, at least three days per week in-person. That's specific. So we can include Schedule section. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. We must not include headings with filler. Ensure each has content. Now we need to format. Use

  for each heading. After heading, we can have

  for prose,

  • for lists. We must not repeat job title as heading. We must not include Job ID etc. We must remove boilerplate: EEO, legal, accommodation request, etc. Also remove navigation, cookie, etc. Also remove duplicated lines. We need to preserve all substantive information: that includes the description about Grant Thornton, About Us, About The Team, etc? Those are substantive but maybe considered boilerplate? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "About Us" and "About The Team" sections are not explicitly listed as boilerplate but they are generic marketing. However they contain substantive info about the firm, hybrid work model, benefits, etc. Some of that info we already captured in Benefits, Pay, Schedule. The rest about the firm's history, revenue, offices, etc might be considered extra but not required? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep all substantive info, not just the job-specific. However we must also remove boilerplate like EEO etc. The "About Us" and "About The Team" are not EEO/legal; they are descriptive. Should we keep them? They might be considered part of the job posting. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. It does not say to remove "About Us". So we should keep that content. But we need to decide where to place it. Could be a separate section like "About the company" but not in the allowed headings list. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It does not include About the company. However we could embed that info within About the role or maybe as a separate

    after the headings? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., implying those are examples, not exclusive? It says "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect us to use those headings only. So we should not create other headings. We could incorporate the About Us/Team info into About the role section as prose. Thus About the role section will contain the opening paragraph plus maybe the About Us and About The Team paragraphs (excluding boilerplate). We need to filter out EEO etc. Let's extract About Us and About The Team paragraphs: About Us: "At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets." About The Team: "The team you’re about to join is ready to help you thrive. Here’s how: Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site. Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. We understand that your needs, responsibilities and experiences are different — and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at www.gt.com/careers When it comes